Best Investors Account Sign in
Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-11
FL RA APPROVED 2023-02-13
  • TX RA
    APPROVED
    Since 2023-10-11
  • FL RA
    APPROVED
    Since 2023-02-13

Branch Locations

Winter Springs, FL • United States

1410 N. Westshore Blvd., Suite 410, Tampa, FL 33607 • United States

3500 Embassy Parkway, Akron, OH 44333 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hallmark Capital Management Wayne NJ 01/2016 12/2018
Hallmark Capital Management Wayne NJ 12/2018 01/2023
Sequoia Financial Group, Llc Tampa FL 01/2023 03/2025
Sequoia Financial Group, Llc Tampa FL 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-16
  • S66 Uniform Combined State Law Examination
    2006-06-16
Designations

View on SEC IAPD

More in Winter Springs, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor